Karpus Investment Management’s Angel Oak Financial Strategies Income Term Trust FINS Stock Holding History

Karpus Investment Management’s Portfolio FINS Stock Details FINS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$59.9M	Sell	4,697,846 -453,195	-9%	-$5.91M	1.87%	10
2025 Q4	$68M	Sell	5,151,041 -162,941	-3%	-$2.14M	2.09%	8
2025 Q3	$69.7M	Sell	5,313,982 -217,353	-4%	-$2.85M	2.21%	8
2025 Q2	$71.8M	Buy	5,531,335 +1,989,029	+56%	+$26M	2.32%	7
2025 Q1	$47.8M	Sell	3,542,306 -229,145	-6%	-$3.05M	1.55%	14
2024 Q4	$47.9M	Sell	3,771,451 -563,605	-13%	-$7.29M	1.42%	18
2024 Q3	$57.3M	Sell	4,335,056 -112,135	-3%	-$1.43M	1.59%	13
2024 Q2	$55M	Sell	4,447,191 -62,445	-1%	-$775K	1.55%	14
2024 Q1	$56.3M	Buy	4,509,636 +285,911	+7%	+$3.5M	1.62%	14
2023 Q4	$50.3M	Buy	4,223,725 +649,193	+18%	+$7.8M	1.53%	16
2023 Q3	$43M	Buy	3,574,532 +254,060	+8%	+$3.01M	1.45%	15
2023 Q2	$39.2M	Buy	3,320,472 +1,092,815	+49%	+$13.1M	1.23%	17
2023 Q1	$27.5M	Buy	2,227,657 +605,779	+37%	+$7.84M	0.86%	28
2022 Q4	$20.8M	Buy	+1,621,878	New	+$21M	0.7%	37

Other funds holding FINS

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NFG

Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

Karpus Investment Management's FINS Position: Q1 2026 in Review

Karpus Investment Management reduced its Angel Oak Financial Strategies Income Term Trust (FINS) stake by 8.8% in Q1 2026, selling an estimated $5.91M and leaving 4,697,846 shares worth $59.9M. The position accounts for 1.87% of the portfolio, ranked #10.

Karpus Investment Management first reported a position in FINS in Q4 2022 and has held it in 14 quarters since. The position peaked at $71.8M in Q2 2025. 43 funds tracked by Wall St. Rank hold FINS as of Q1 2026.

Karpus Investment Management held 4,697,846 shares of Angel Oak Financial Strategies Income Term Trust worth $59.9M as of Q1 2026.
Karpus Investment Management sold 453,195 Angel Oak Financial Strategies Income Term Trust shares in Q1 2026, an estimated $5.91M.
Angel Oak Financial Strategies Income Term Trust made up 1.87% of Karpus Investment Management's portfolio in Q1 2026, its #10 holding.
Karpus Investment Management first reported a position in Angel Oak Financial Strategies Income Term Trust in Q4 2022 and has held it in 14 quarters since.
Karpus Investment Management's Angel Oak Financial Strategies Income Term Trust position peaked at $71.8M in Q2 2025.
43 funds tracked by Wall St. Rank held Angel Oak Financial Strategies Income Term Trust as of Q1 2026.

Based on Karpus Investment Management's 13F filing for Q1 2026, filed 14 May 2026.